Available

Combined Accounting / Planning practice
Newcastle, NSW

• Ref: 72753
• Price: (POA)
• Turnover: (not disclosed)

Well respected Accounting and Financial Planning Practice situated a short drive from Newcastle are seeking a SMSF / Estate Planning specialist. Friendly team, good $$$, equity opportunity.....

Our client, a well respected Accounting and Financial Planning firm, located a short drive from Newcastle, are currently seeking a Financial Planner to compliment their team. With a focus on Self Managed Super Funds, and Estate Planning, this is not your typical FUM practice.

The friendly and approachable team, family friendly environment, and career opportunity await.

Successful Applicant Will Have:

• RG146 Compliance (CFP highly regarded, although not essential)
• Minimum 5+ years experience
• Extensive experience with SMSF's
• Extensive estate planning experience
• Desire to drive your career to the next level, with the opportunity of equity participation shortly.

To apply, follow the appropriate link below, phone Angela on 1300 722 452, or email angela@personnelexchange.com